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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,304 | $183,592-62.3% | $155,567-55.5% | $145,959-52.5% |
| Participation rate | 60.9% | 82.7%-21.8pp | 78.2%-17.3pp | 80.3%-19.4pp |
| Annual return | 13.40% | 61.24%-47.8pp | 64.74%-51.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $2,606 | $5,315-51.0% | $4,674-44.2% | $4,661-44.1% |
| Participant deferral / active EE | $4,500 | $6,464-30.4% | $5,628-20.0% | $6,689-32.7% |
| Admin fee / account holder | $4,029 | $19,318-79.1% | $15,916-74.7% | $13,398-69.9% |